ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$1.13M
3
+$743K
4
LLY icon
Eli Lilly
LLY
+$654K
5
AMZN icon
Amazon
AMZN
+$560K

Top Sells

1
+$572K
2
+$412K
3
+$403K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$281K
5
MQY icon
BlackRock MuniYield Quality Fund
MQY
+$184K

Sector Composition

1 Technology 20.24%
2 Healthcare 9.73%
3 Financials 8.09%
4 Consumer Discretionary 7.82%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$22.5K 0.01%
70
327
$22.2K 0.01%
+403
328
$21.7K 0.01%
760
329
$21.6K 0.01%
340
330
$21.2K 0.01%
73
331
$20.7K 0.01%
+500
332
$20.3K 0.01%
+319
333
$20.1K 0.01%
700
334
$19.8K 0.01%
145
335
$19.8K 0.01%
124
336
$19.4K 0.01%
207
-379
337
$18.9K 0.01%
301
+151
338
$18.5K 0.01%
+560
339
$18.4K 0.01%
500
340
$18.4K 0.01%
549
341
$18.1K 0.01%
140
+4
342
$17.9K 0.01%
746
-2,416
343
$17.8K 0.01%
670
344
$17.7K 0.01%
+308
345
$17.7K 0.01%
238
346
$17.2K 0.01%
34
-73
347
$16.7K 0.01%
92
348
$16.5K 0.01%
21
349
$16.5K 0.01%
125
350
$16.4K 0.01%
111
12 13
14
15 16